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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Sh-Boom (named for the 1954 popular song by The Chords) and is a podcast hosted by Rick Jones all about and for the Baby Boomer generation. There are 77 million baby boomers still alive, and they control 81% of the disposable income in the United States and own over 34 Billion dollars in real estate. Baby Boomers have lived through 8 decades of change in America.
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Learn how to generate passive income with dividend stocks, so you can secure your finances and liberate your life. We've tried pretty much every type of investing. Most take too long to reap rewards and you have to sell your investments to get any usable cash. Short term strategies are stressful, risky, and keep you glued to a screen all day. Other kinds of passive income take a lot of capital or work to start up. Owning physical real estate comes with headaches and often high capital invest ...
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Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize wh ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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In the Create Wealth podcast, we talk about the wealth creation journey of successful individuals. Each episode features a conversation on wealth generation, exploring different perspectives on money and investing.
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The entrepreneurship podcast you can actually apply! The award-winning small business show covers creative ways to make money online and offline, including blogging, online business, freelancing, marketing, sales funnels, investing, and much more. Join 100,000+ listeners and get the business ideas and passive income strategies straight to your earbuds. No BS, just actionable tips on how to start and grow your side hustle. Hosted by Nick Loper of Side Hustle Nation.
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The Freedom Founders Podcast - Investing and Financial Freedom for Dentists
Dr. David Phelps
10
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Podcast for dentists – practice transformation and passive cash flow generation.
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Welcome to Becoming Wealthy, the insider’s view on building generational wealth. Hosts Michelle Bosch, multi-millionaire real estate investor, and her teenage daughter and beginning real estate investor, Sophia Bosch, bring authentic conversations on financial freedom, real estate investing, entrepreneurial mindset, faith, and growth especially tailored for the next generation of financially savvy and independent women. Becoming Wealthy celebrates the passing of wisdom from one generation to ...
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Member institutions of the American Association of State Colleges and Universities (AASCU) advance social mobility for students of all backgrounds—particularly those from lower-income families, first-generation college students, and/or students of color—to positively impact families, communities, and the students themselves. This series shares stories from state colleges and universities that have taken bold steps to successfully serve underrepresented students and their communities. Expert ...
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Mortgage Business Mastery | Lead Generation, Sales & Marketing For Mortgage Brokers
Ash Borland
7207
Welcome to "Mortgage Business Mastery," the go-to solo podcast for mortgage brokers who are ready to amplify their influence and impact in the financial services industry. Each episode is packed with tangible sales strategies and marketing wisdom to help you close more deals and stand out in the marketplace. From content creation secrets to social selling hacks, join us as we dive deep into the world of mortgage marketing and transform your approach from the ground up. Whether you're a seaso ...
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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The Next Gen Trucking Association is a membership-based advocacy group solely dedicated to advancing the trucking industry as a career choice for the next generation through nationwide education and awareness initiatives. As a leading national nonprofit trade association, Next Gen Trucking Association (NGT) inspires, educates, and provides resources for young people and schools and promotes opportunities within the trucking industry. This podcast is all about steering the next generation tow ...
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Amplify Your Success is the only podcast for coaches, consultants, course creators and experts that integrates practical and proven business strategy along with mindset, motivation and energetic tools to amplify impact, income and influence. If you are looking to shatter your earning limits while making a massive impact with your business superpowers, tune in to hear 22 year business veteran Melanie Benson host power-packed conversations with other business industry leaders. Discover more to ...
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Join Dawn Baxter, an award winning digital business expert and digital marketing agency founder as she empowers and offers insight that allows all entrepreneurs to feel more empowered. Lifting the veil on what business is really like for SME business owners and offering practical tips, tools and mindset shifts that provide autonomy, income generation and exceptional understanding of the importance of genuine connection and relationship based marketing and sales. For business owners who are p ...
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Join Rem and Alvia as they navigate the joys and perils of adulthood as a married millennial DINK couple in the Philippines, while also trying to break the stigma against the DINK lifestyle or being childless by choice. We tackle challenges like facing adult responsibilities, managing finances, growing careers, breaking generational traumas, generating social impact, cultivating relationships, and determining who should be washing the dishes. DINKWAP stands for Dual-Income No Kids with a Pod ...
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Are you tired of entrepreneurial advice that promises the world but falls short? The Play Big Faster Podcast is your solution. Host Scherrie L. Prince, an attorney and asset protection coach, shares battle-tested strategies that deliver real results. This isn't just another podcast-it's a resource for ambitious entrepreneurs who want actionable frameworks, not empty promises. Every Thursday, join conversations with founders who've navigated the path from startup struggle to sustainable succe ...
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Infinite Success Secrets is for women who are building online businesses who know they want to make and keep more money, scaling to multi-six figures and beyond. You're tired of the noise in the online space, and are ready to learn how to get results in the social media and social selling space. You know you have it in you, you just need to learn repeatable sales and lead generation systems that actually work. You have great offers, but aren't getting the income you desire, which is costing ...
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Latina CEO Identity is hosted by Liz Fernandez, a First-Generation Daughter of Immigrants, Marriage Family Therapist turned Multi-Six Figure CEO & Identity Coach. She helps Latinas create and claim their identity as booked out coaches and entrepreneurs. This is a show created for Latinas who want to take the unconventional path and who want to create their CEO Identity. In every episode, Liz will share her lived experiences and her clients to help you feel seen, have breakthroughs, inspire y ...
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Meet the entrepreneurs in their 20's who are building companies that will shape the future. Weekly episodes range from side hustle ideas to help you build passive income to quit your job or business stories of twenty-somethings having success with their own business.
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Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
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The #1 podcast for Mortgage Loan Originators looking to grow their business, save time, and make more money. Host Geoff Zimpfer interviews top-producing Mortgage Originators, social media influencers, and industry executives to bring you real-world advice, proven strategies, and insider insights. Tune in for expert tips on lead generation, building agent partnerships, mastering social media, and leveraging the latest marketing tools to dominate your market.
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Welcome to the ultimate podcast for exploring *how to make money online*, *build a business on a budget*, and *leverage the best tools and resources* available in the digital marketplace! This show is your guide to understanding a variety of *online income streams*, including *affiliate marketing*, *eCommerce*, *freelancing*, *digital products*, and *passive income generation*. If you’re looking to start a side hustle, grow an entrepreneurial idea, or learn *proven strategies to boost your r ...
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Personal fashion styling, building & growing 7-figure businesses, mindset, spirituality - if any or all of those are your thing - Kate Taylor is definitely the expert you want to listen to. She has over a decade of fashion styling experience, and has been mentoring other stylist CEO's to grow their businesses, increase their income, and maximize their impact. It's time for you, whether you're a fashion stylist or not, to experience Kate Taylor's wisdom right here on The Kate Taylor Show wher ...
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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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Passively Rich with Rentals: Passive Income, Property & Purpose
Melissa Nash Real Estate Investor
022
This show isn’t just about real estate. It’s about what real estate makes possible. Passively Rich with Rentals is where we talk about building freedom through passive income—but also the messy, beautiful life behind it all. Hosted by Melissa Nash—mom of four, wife of 26 years, real estate investor, and business owner who rebuilt from the ground up—this podcast blends honest storytelling with smart strategies for creating more time, peace, and possibility. You’ll hear real talk on money, min ...
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About sustainable development goal and income generation activities at home.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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The Independent Physician’s Blueprint: Ditch Corporate Controls To Reduce Medical Practice Burnout & Generate Wealth Beyond Residency Training
Coach JPMD
2110
(Previously PRACTICE:IMPOSSIBLE™) Are you a physician yearning to break free from the corporate grind and find true fulfillment in your medical practice? Designed for younger physicians, this show is your blueprint for transitioning from corporate to independent practices, even without business experience. Listen to discover: - Proven strategies to decrease medical practice burnout and increase patient satisfaction. - Remarkably simple ways to generate wealth and achieve financial freedom th ...
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Why did you spend so much money on… Couples have fights, disagreements, and misunderstandings about money all the time. This is normal, but is it healthy for your relationship? The solutions to money differences are not always as apparent as smart couples would think. Listen to incredible interviews with financial therapists, couples therapists, and financial planning experts to learn, heal, and grow your way through your most resentment-building financial differences. There is no need to ex ...
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Are you a coach, consultant, or expert, struggling to generate consistent leads, make more sales, and earn more income? Are you tired of wasting your time on old and outdated marketing strategies that just don’t work? Do you spend hours and hours creating content that doesn’t attract paying clients let alone build an audience? Are you starting to think that building a coaching business just might not be for you? Well, if you answered YES to any of those questions, you’re in the right place. ...
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Welcome to "Unlock Expat Property - The Podcast" the ultimate podcast for expats from all over the world with an interest in UK property investment. Whether you're new to property investing or a seasoned property investor this podcast series will help you to unlock your expat property potential. Your host, Jonathan Smith, will be sharing first-hand knowledge and experience from his own UK buy to let property investing journey to help you kick start yours. Jonathan has been an Expat in Saudi ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Fast Canadian business news. Get up-to-speed quick with a fun and smart breakdown of the three biggest Canadian and global business stories in less than 10 minutes.
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Hosted by Anthanē Richie (Active Duty Military/Real Estate Investor) this podcast will talk about wealth building, positivity, budgeting, pursuing your passion and dreams along with discussing the journey of your version of success. website: www.richstateofmind.com Instagram: richstateofmindpage
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CHRG is an education nonprofit dedicated to supporting first-generation, low-income and other underrepresented students by providing academic advising, admissions planning, and financial guidance with a focus on personal growth and development.https://www.chrgedu.org/
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On Notes From The Ivy League we share stories, advice, and encouragement from first-generation/low-income college graduates of the most selective schools in the nation to current college applicants.
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Your AI Roadmap the podcast is on a mission to decrease fluffy HYPE and talk to the people actually building AI. Anyone can build in AI. Including you. Whether you’re terrified or excited, there’s been no better time than today to dive in! Now is the time to be curious and future-proof your career and ... ultimately your income. This podcast isn't about white dudes patting themselves on the back, this is about you and me and ALL the paths into cool projects around the world! What's next on y ...
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Bringing you in-depth discussion and analysis on England's housing crisis, and how to solve it. Find us at https://www.pricedout.org.uk/ or @PricedOutUK.
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Welcome to GAIN Meets...the new podcast from GAIN, a UK charity on a mission to empower and educate the next generation of investment professionals . Join us as we explore the exciting world of investment management and introduce you to key investment concepts – no previous knowledge needed. In each episode, we sit down with industry experts to talk about a specific investment topic and take a quick tour of their career to date. So whether you're an aspiring student looking to pursue a caree ...
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Big Fat Real Estate Checks is a podcast about investing in U.S based multifamily real estate. If you want to replace your J.O.B income with passive income for life, then Marco Kozlowski’s proprietary systems and processes can help you get there. Marco has been in real estate for 20+ years, and has learned lessons, horror stories, and an entertaining and fun way of teaching you how to win the game of real estate. He has hundreds of videos from successful students who used his systems and proc ...
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Culture Business advances global thinking and best practice in the development of the arts and culture. Held annually, this gathering of senior arts professionals, philanthropists, entrepreneurial thinkers and innovators explores new ideas and global best practice in all aspects of fundraising and income generation.
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Investing For Retirement.
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The Self-Publishing with ALLi podcast from the Alliance of Independent Authors provides a comprehensive guide for indie authors.
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He Retired at 34 with One Bold Move—And Built Generational Wealth Along the Way (with Sam Dogen, Financial Samurai)
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Is it really possible to retire at 34—without winning the lottery or building a startup? In this episode, Melissa Nash sits down with Sam Dogen, also known as the Financial Samurai, to talk about how he walked away from Wall Street, negotiated a six-figure severance, and built a 7-figure portfolio through smart investing and one bold, life-changing…
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How to Find Your Real Estate Superpower and Build Generational Wealth with Tony Lopes
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What happens when a first-gen American engineer gets laid off and vows never to rely on one paycheck again? Tony Lopes shares how he went from a $50K condo to managing 153-unit complexes and now coaches others on financial independence through real estate. From renter nation trends to finding your “superpower,” this episode is full of actionable in…
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Investment Strategies for Retirement: Making Your Money Work for You Understanding Value Investing and Income Generation in Retirement In today’s episode of The Financial Hour, Tom Dupree and Mike Johnson discuss crucial investment strategies for retirees focused on generating sustainable income. The conversation highlights the differences between …
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EP. 61 - Financial Independence via Passive Income with Keshav Kolur
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Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income. What You’ll Learn:- Deter…
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Investment Planning for Retirement: Creating Income Streams Through Dividends
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Investment Planning for Retirement: Creating Income Streams Through Dividends Market Volatility and Your Retirement Plan: Why Income Matters In today’s unpredictable market environment, having a clear investment plan is more critical than ever. The recent Financial Hour with Tom Dupree and Mike Johnson discusses why many investors struggle during m…
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Could Harvard’s Tax-Exempt Status Loss Mirror Solomon Brothers’ Demise?
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Harvard’s Financial Crisis: Could Tax-Exempt Status Loss Mirror Solomon Brothers’ Demise? Harvard University’s ongoing battle with the federal government over research grants, tax-exempt status, and what it means for higher education’s future. Meta Description Explore how Harvard’s dispute with the federal government over tax-exempt status parallel…
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Why $2.2m in assets is the WA estate tax magic number.
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Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com
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2304 FBF: Nominal Dollars vs Real Dollars & Understanding Investor Psychology with Investment Counselor Sara
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This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way. The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industri…
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Episode 463 - Understanding Economic Indicators That Influence Real Estate
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Go back to the basics with this episode! *** DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal Any questions? *** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get you…
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Findaway Voices Splits Distribution; £75K Novel Prize Launches; Fewer Parents Reading to Kids: Self-Publishing with ALLi featuring Dan Holloway
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On this episode of the Self-Publishing News Podcast, Dan Holloway explains major changes to Findaway Voices, which is splitting into two platforms: Spotify for Authors, focused on Spotify distribution, and a new platform called In Audio for all other outlets. He also highlights a new £75,000 novel prize open to unpublished writers, and reports on a…
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Make Money for Retirement | Steve Selengut
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Steve Selengut is a seasoned investment manager and advisor with over 40 years of experience in the financial industry. He’s managed more than 325 individual portfolios across the U.S. and internationally and is now dedicated to coaching both individuals and other advisors on creating income independence. Steve is the author of “Retirement Money Se…
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Reinventing Business and Brand Strategy From Collapse to Clarity - Mark Drager: Ep #535
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Mark Drager has helped over 300 companies across 29 industries sharpen their brand positioning and marketing strategies, and he joins us to unpack hard-won lessons about entrepreneurship, branding, and navigating radical business shifts. Mark shares his journey from building a multimillion-dollar agency to confronting its potential collapse, and of…
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Proper chuffed 😊 - The U.S. and the U.K. strike a tariff deal, Why you shouldn’t pay hackers.
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In the strongest showing of American-British solidarity since the Spice Girls posed with the stars and stripes, the U.S. and the U.K. have squashed their burgeoning trade war. Canadian school boards have learned the first lesson of cyber warfare: Never trust the word of a hacker that’s extorting you. Celebrating something? Let us know here: https:/…
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Friday Flight - Paper Wealth, Target Date Trends, & Bye Bye Buffett #981
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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Make Money with Creativity, and AI | Donald Miller
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In this episode of the Travis Makes Money podcast, we're diving into some powerful highlights from my conversation with bestselling author and business consultant Donald Miller—originally featured on my other show, Travis Makes Friends. Donald is the author of Building a StoryBrand, one of the most influential branding books of all time. He’s worke…
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Overcoming Limiting Beliefs: Writing Your Book with Confidence (with Meg Calvin)
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This podcast episode elucidates the transformative power of writing and publishing a book, particularly for coaches and business owners seeking to establish their authority and expand their reach. Our esteemed guest, Meg Calvin, shares her extensive experience in assisting individuals to craft, market, and sell their Amazon bestselling books, shedd…
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Is a do-it-yourself estate plan good enough?
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Is a do-it-yourself estate plan good enough? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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197: Where to Get the Money Now: Jay Conner's Private Lending Strategy for Real Estate Investing Success
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Struggling to finance your real estate investments? Private Money for Real Estate expert Jay Conner reveals how to fund investment deals without banks or hard money lenders in this game-changing episode of Play Big Faster. Discover Jay's proven private lending system that transformed his investing business since 2003 and allowed him to build wealth…
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From Idea to 6-Figure Side Hustle (Greatest Hits)
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Anthony and Jhanilka Hartzog erased $114k of debt in 23 months. The side hustling couple were making good money at their day jobs, but realized there's only so much you can cut from your budget. That’s when they turned to the income side of the equation and started a ton of different side hustles. They picked up second jobs at their gym, rented out…
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First Heartbreaks and Pet Names: Dating Stories from College Years | 006
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Join us for another captivating episode of The DINKWAP Show, where hosts Rem, Alvia, and Des delve into the complexities of relationships, nostalgia, and the lessons learned along the way. In this episode, the trio reflects on their high school and college dating experiences, sharing humorous anecdotes and heartfelt moments that reveal the fragilit…
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Wealth Preservation During a Fourth Turning | Russell Napier
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Episode 415 is the third episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak …
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CIP - S2 - 018 - How David Randolph Prints Clients Daily Without Paid Ads (Steal This)
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Are you struggling to attract clients consistently without breaking the bank on paid ads? In this episode, David Randolph, a former engineer turned real estate expert, reveals how he built a seven-figure coaching business using organic strategies that generate clients daily. With his unique approach, David shows how to leverage Facebook groups, pro…
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2303: Navigating Today's Real Estate Market: Insights for Investors, The Housing Shortage and Your Investment Opportunities
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Jason talks about the current state of the housing market, emphasizing that there is no housing crash due to the low number of financially distressed homeowners. He shared updated statistics from the US Census Bureau, indicating that 39.8% of homeowners have no mortgage, and 65% have mortgages at or below 4%. Jason also highlighted the oversupply i…
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How One Class Got More Referrals Than a Month of Cold Calls
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Ready to attract more agent referrals without cold calling? Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait. Join the VIP Waitlist Here.By Mortgage Marketing Radio
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An EASIER Way to Look for Property Investment | Cash Flow Property
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Tapan Trevedi created (and patented) the S.E.C.R.R.E.T.S method to evaluate an address for real estate investors. When applied correctly, a real estate investor can CONFIDENTLY make the decision whether to invest in an address or not - Let's talk about it in this episode! *** DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free cours…
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The Power of Relationships in Author Marketing: Self-Publishing with ALLi Featuring Dale L. Roberts
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In this episode of the Self-Publishing with ALLi Podcast, Dale L. Roberts talks with Danica Favorite, community manager at PublishDrive, about what truly makes an author brand effective. They dive into how the power of relationships in author marketing, avoid the most common branding mistakes, and take real control of your marketing. Danica shares …
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72: You Are An Instant Manifester (How Your Thoughts Create Your Reality)!
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Have you ever wondered why some things you desire seem to materialize effortlessly while others remain just out of reach? What if you were told that you're an instant manifester, constantly creating your reality in every moment, whether you're aware of it or not? Well you are! In this episode, I share what instant manifesting really is, how you can…
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Make Money with a Sweaty Startup | Nick Huber
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Nick Huber is an accomplished entrepreneur and real estate investor based in Athens, Georgia. Best known for building a $30M+ annual revenue portfolio that includes 68 self-storage properties, Nick also owns companies like somewhere.com, Bolt Storage, and RE Cost Seg. He’s recognized for his no-nonsense advice on entrepreneurship, his book The Swea…
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When Carney met Trump 🤝 The PM visits the White House for talks, EB Games returns from the dead.
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Only time will tell if today's meeting between Canada's PM and America's prez was the start of a beautiful friendship. With record players, film cameras, and vintage video games all back in style, a struggling staple of Canadian malls is hoping that a dose of nostalgia can turn things around. Celebrating something? Let us know here: https://thepeak…
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Creating a Post-Layoff Action Plan w/ Marlo Lyons #980
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Gone are the days of constantly job hopping in order to rapidly boost your salary! Remember when perusing new job listings during your lunch break while WFH led to a 10-30% pay bump?! Now, with the uncertainty we’re experiencing in the overall market, it’s not just the new hires who are a bit nervous about hanging onto their jobs. Even government w…
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Episode 8: The Mother's Day Special with Mike Reisman
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Listen to the Songs that inspired the Episode: Check out our Companion Playlist Here: Episode 8 In this heartfelt Mother's Day special, Rick sits down with his good pal Mike Reisman, who shares the profound influence of his mother and the strong women in his family. He reflects on the values of kindness, strength, and the importance of quality rela…
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103 - Why Doing Nothing Could Save Your Portfolio
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Why doing nothing might be the best move for your portfolio right now. In this episode, we dig into action bias — that psychological urge to "do something" when the market tanks — and explain why it can lead to terrible decisions. We cover how action bias shows up in over-trading, panic selling, jumping on fad stocks, and making emotional moves tha…
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EP 133: How I Stopped Chasing Degrees & Started Building the Life of My Dreams
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24:51
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In this raw and real episode of Beyond Private Practice, host Liz Fernandez opens up about the moment she stopped chasing external validation—through degrees, certifications, and titles—and finally gave herself permission to pursue the life of her dreams. This is a must-listen for first-gen, high-achieving mujeres, eldest daughters, and therapists …
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Exploring the Asset Classes: Private Equity
34:26
34:26
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In this episode, Tilly Franklin, Founder and Trustee of GAIN, chats with Pauline Ritter from Clayton, Dubilier & Rice about her journey into the world of finance. Starting out as an engineering student, Pauline didn’t plan on a career in finance - but a series of internships, including one in Investment Banking in New York, opened new doors. After …
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Are Inherited Roth IRA Account Required to be Distributed?
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1:57
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Are Inherited Roth IRA Account Required to be Distributed? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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Make Money by Optimizing Your Brain | Thoryn Stephens
37:58
37:58
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Thoryn Stephens is a leading expert in neurotechnology, longevity, and analytics, specializing in data architecture, consumer insights, and behavioral analytics. As the founder of Brain.1, Thoryn has created a pioneering brain fitness platform that offers the world’s most extensive collection of brain health microhabits and protocols. His unique bl…
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Shot on location 🎥 - The U.S. could implement a movie tariff, A sneaky $9 billion sale.
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14:24
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Lights, camera… confusing tariff action! On the precipice of an ugly boardroom battle, one of Canada’s largest retailers is trying to pull off an 11th-hour deal. Celebrating something? Let us know here: https://thepeak.typeform.com/to/MNdYA3TOBy The Peak / Curiouscast
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064: Using Life Insurance to Grow Wealth: The Strategy Financial Advisors Won’t Tell You
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In this episode, we’re joined by Chris Miles, the “anti-financial advisor,” who shares why traditional money advice may be holding you back. We dig into why 401(k)s and 529 plans come with handcuffs, and how life insurance can be used creatively as a tax-free, flexible wealth-building tool. Chris breaks down the power of storing cash in the right p…
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Ever had a client turn on you in a way you never saw coming? It’s gut-wrenching, especially when guilt, blame, and emotional manipulation start creeping into the conversation. I’m talking about those moments when a client’s financial struggles suddenly become your problem, and they expect you to carry the weight. It doesn’t happen often, but when i…
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Financial Therapist Explains Why Your Childhood Shapes Your Finances with Lindsay Bryan-Podvin
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In today’s powerful conversation, Ed welcomes back the insightful and trailblazing Lindsay Bryan-Podvin, financial therapist, author, and educator, to explore the emotional undercurrents of our financial lives. From her innovative work at the University of Michigan to her unique blend of social work and financial literacy, Lindsay shares how she’s …
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Masterminds, Money Mindset, and Manifestation. Oh My! (with Keri Lynn)
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In this podcast episode, we engage in a profound discourse with Keri Lynn, a multifaceted podcaster and energetic coach, who elucidates the necessity of cultivating a holistic approach to personal development. Central to our discussion is the concept of the "five bodies," encompassing the energetic, physical, mental, emotional, and spiritual aspect…
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3 reasons you can contest a will. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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